Deborah Lynne Pope asked us, “How do you add a category into your pipeline?” “When you say, ‘category’, are you referring to the titles at the top of each column? If so, you’ll just want to click Pipelines up at the top, next to Opportunities,…
BGadmin
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Deborah Lynne Pope asked us, “HELP! Can someone do a loom video and show me how to set up my Contact to be able to upload csv file?” “Posting this loom video from Lillie that is very helpful in uploading your contacts: https://www.loom.com/share/bf75bc7643e3445bacfdbc01c8ccaf90“
BGadmin
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Ilegena Anajiuq Abocaj asked us, “When I created the workflow and the campaign to send sms, text, email & voicemail- does the CRM does this automated once the workflow/campaign is set up and published or do I have to click the automation>conversations>Let’s start button (start…
BGadmin
1 Min Read
Don Raines asked us, “I can not find where to adjust the dialing time on each call attempt in the power dialer. It dials 3 rings and then stops. I would like to have it ring a little longer than that. Where do I adjust…
BGadmin
1 Min Read
Ilegena Anajiuq Abocaj asked us, “What voicemail/mp3 tools or apps do you use for your power dialer campaign?” “https://online-voice-recorder.com/ is a great tool! You can record your message and then download the mp3 right to your computer!
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